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MSCI
MSCI

Overview Fund Activity

825 hedge funds and large institutions have $36.7B invested in MSCI in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 303 increasing their positions, 312 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.15%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
98
Increased
303
Reduced
312
Closed
74
Calls
$193M
Puts
$178M
Net Calls
+$15.2M
Net Calls Change
-$62.7M

Top Buyers

1
Edgewood Management
1
Edgewood Management
Connecticut
$632M
2
PAM
2
PineStone Asset Management
Quebec, Canada
$241M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$391M
4
American Century Companies
4
American Century Companies
Missouri
$493M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$125M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$20.3M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$276M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.21B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.27B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
801
Newbridge Financial Services Group
Florida
$2.57K – – –
SOS
802
Silver Oak Securities
Tennessee
$2.05K -$311K -607 -99%
MHR
803
Matthew Hamilton Rosenberg
$2.05K – – –
PVH
804
Psagot Value Holdings
Israel
$2K – – –
AW
805
Avion Wealth
Texas
$2K +$1K +2 +100%
DF
806
DecisionPoint Financial
Arizona
$1.54K – – –
MIM
807
Macroview Investment Management
Maryland
$1.54K +$1.54K +3 New
CPG
808
Cornerstone Planning Group
New Jersey
$1.54K – – –
HWP
809
Highline Wealth Partners
California
$1.54K – – –
GI
810
Gradient Investments
Minnesota
$1.54K – – –
AWM
811
Avior Wealth Management
Nebraska
$1.54K – – –
HWM
812
HighMark Wealth Management
Minnesota
$1.54K – – –
BAM
813
Bellevue Asset Management
Washington
$1.54K +$1.54K +3 New
ECM
814
Everence Capital Management
Indiana
$1.51K – – –
FGAM
815
Financial Gravity Asset Management
Texas
$1.16K -$271K -467 -100%
PI
816
PEAK6 Investments
Illinois
$1.05K +$1.05K +2 New
BSB
817
Bangor Savings Bank
Maine
$1.03K – – –
AIC
818
Archer Investment Corporation
Indiana
$1.03K – – –
GWM
819
Geneos Wealth Management
Colorado
$1.03K +$1.03K +2 New
TFA
820
Transamerica Financial Advisors
Florida
$1K – – –
CAM
821
ClariVest Asset Management
California
$1K +$1K +1 New
DWA
822
Delos Wealth Advisors
Texas
$544 – – –
WWM
823
Wolff Wiese Magana
California
$514 – – –
TFM
824
TFC Financial Management
Massachusetts
$514 +$514 +1 New
NSIM
825
North Star Investment Management
Illinois
$513 – – –
31 32
33
34 35